We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1701
SilverOak Wealth Management
Minnesota
$215K – – –
VPWA
1702
Vestia Personal Wealth Advisors
Indiana
$215K +$10.5K +107 +5%
DWP
1703
Destiny Wealth Partners
Florida
$214K -$1.57K -16 -0.7%
TC
1704
TownSquare Capital
Utah
$213K -$5.06M -51,643 -96%
FDCDDQ
1705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K -$13.6K -139 -6%
LSIA
1706
LaSalle St. Investment Advisors
Illinois
$213K +$3.43K +35 +2%
WMN
1707
Wealth Management Nebraska
Nebraska
$211K -$671K -6,845 -76%
LPP
1708
Life Planning Partners
Florida
$211K +$392 +4 +0.2%
KPP
1709
Kings Path Partners
Texas
$210K -$2.45K -25 -1%
BWL
1710
Beacon Wealthcare LLC
North Carolina
$209K +$207K +2,108 New
AWM
1711
Accredited Wealth Management
Kentucky
$209K – – –
BCM
1712
Boltwood Capital Management
California
$208K – – –
GCL
1713
Gouws Capital LLC
North Carolina
$208K – – –
PAM
1714
PCG Asset Management
New Jersey
$208K – – –
WOSD
1715
WFA of San Diego
California
$208K +$206K +2,100 New
MG
1716
McHugh Group
Ohio
$207K – – –
HCA
1717
Harbour Capital Advisors
Virginia
$207K +$5.39K +55 +3%
TCOT
1718
Trust Company of Toledo
Ohio
$206K – – –
FWP
1719
Falcon Wealth Planning
California
$205K +$2.35K +24 +1%
PWA
1720
Primoris Wealth Advisors
Florida
$205K -$272K -2,771 -57%
PHIC
1721
Pine Haven Investment Counsel
Massachusetts
$205K – – –
MWM
1722
Maltin Wealth Management
New Jersey
$204K +$202K +2,058 New
EWM
1723
Evercore Wealth Management
New York
$203K – – –
PWM
1724
Partners Wealth Management
California
$203K – – –
WCP
1725
Wick Capital Partners
Pennsylvania
$202K +$975K +9,947 +489%
67 68
69
70 71